StockFetcher Forums · Stock Picks and Trading · TAXES - Schedule D<< >>Post Follow-up
karennma
6,501 posts
msg #127583
Ignore karennma
3/10/2016 12:39:28 PM

Do you have software that downloads all your trades onto a schedule D?
If so, what do you use?


c1916
63 posts
msg #127587
Ignore c1916
3/10/2016 3:58:25 PM

Turbo Tax does that for me (although I couldn't tell you which version of TT I'm using...you might have to go to the Premier version for that to work automatically). I give it my account log in, and it pulls and populates Schedule D without any assistance on my part.

karennma
6,501 posts
msg #127589
Ignore karennma
3/10/2016 6:27:18 PM

Thanks, c1916.


Kevin_in_GA
4,312 posts
msg #127595
Ignore Kevin_in_GA
3/11/2016 11:59:26 AM

The H&R Block software (formerly called TaxCut) does this as well. All you need to do is to have it connect to your broker (e.g., Fidelity, etc.) and it can download and import them for you.

Kevin_in_GA
4,312 posts
msg #132097
Ignore Kevin_in_GA
10/25/2016 12:41:43 PM

I also now use TradeLog, which can automatically connect to IB and download and properly assign all trade types to the right categories for tax purposes.

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